Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

Social Security Planning ,   Education Planning and Funding ,   retirement income sustainability ,   Estate Planning ,   Retirement Savings and Retirement Spending Stress Testing ,   education planning ,   Saving for College ,   Investment Portfolio Management ,   Tax Planning & Optimization ,   Employee Benefits Reviews ,   Creditor Protection Considerations ,   Insurance Risk Management ,   Asset Registration and Beneficiary Designation Reviews ,   insurance planning and risk management ,   IRA and Small Business Retirement Plans ,   emergency planning and disaster preparedness ,   Retirement planning ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc)